Tags are shared across your organization. Once you create a tag, it becomes available to all staff in every area where tags are used.
Where Tags Appear
| Location | Editable? |
|---|---|
| Care plan template list (tags column) | No |
| Care plan template editor | Yes |
| Care plan creation flow | Yes |
| Care plan detail page | Yes |
| Patient overview care plan cards | No |
Create a Tag
Tags are created inline — there is no separate settings page for them. You can create a new tag anywhere a Tags section appears (template editor, care plan editor, etc.).Enter a Name and Pick a Color
Type a name for the tag (e.g., “Physical Therapy”). Then select a color from the color palette. The color appears as a visual label wherever the tag is shown.
Add or Remove Tags
- To add an existing tag, click it from the list of available tags below the selected ones.
- To remove a tag, click the X on a selected tag to deselect it.
At least one tag is always required. If you try to save a template or care plan with no tags, an error appears at save time prompting you to add one.
Managing Tags
- Removing a tag from a specific care plan or template does not delete it from your organization — it remains available for use elsewhere.
- The tag picker shows your existing tags as a list. Click a tag to select it, or click New Tag at the bottom to create one.
Tag names and colors cannot be changed after creation. If you need a different name or color, create a new tag and replace the old one on your templates and care plans.